##
##
##
##
##
##
||||SORP||
|---|---|---|---|---|
||||reference||
|Summary|ofthe purposes of||Para 1.17|To promote for the public benefit the advancement|
|iha chaitry as aai out||irl its||of aducason
and knowledge|
|govarrdng|document|||in the field ofEmotional
Freedom Techniques|
|||||E
and traini|
|Summary
in rakraon|cfthe main activities
to those purposes||Para 1.17
and 1.19|a) Establishing
and upholding
the highest
standards
ofethics and conduct which are at|
|for the public benefit,
in
parbcular,
the sctivlgas,||||least required
by regulatory
bodies but may
exceed them|
|projads orservices idantNad|||||
|in the accounts.||||b) Acting independently
ofany regulatory|
|||||body|
|||||c) Publishing
a complaints
procedure
for all|
|||||members
and the general public|
|||||d)Encouraging
professional
practice and|
|||||ensuring
that teaching/training
fogows the|
|||||core cuntculum
laid down
in the training|
|||||guidelines|
|||||e) Providing
information
to the general public|
|||||and forge links with relevant professionals|
|||||about the beneitts and working practices of|
|||||Emotional
Freedom Techniques
(EFT)|
|||||f) Maintaining
a list ofcurrent acgve members|
|||||and only alkrw practising
members tojoin on|
|||||the proviso that they agree to, and abide by,|
|||||(where applicable) EFT International
Training|
|||||Regulations,
the EFT International
Code of|
|||||Conduct and Ethics, and EFTInternational|
|||||Guidelines
on CPD and Mentortng
as updated|
|||||and amended
from mme to time|
|||||g) Olfering an annual sdentmc symposium|
|||||conference for the
ubilc e
ori
EFTand|
|5.Introduced aCotractor Poficy and||
|---|---|
|implemenbtgon
ofroles and responsibilities
for||
|hired contractors.||
|6.Began the process ofdevsfopment|ofdear|
|roles and respomdbgiges
for subcommittee
chairs.||
|7.A review ofall charity Pohcies and|Procedures|
|was inNated
Including
Whisgeblowing|policy,|
|Comphints
procedures,
Anti-bullying|policy,|
|Volunteer
recrulsnent
and onboardlllg|procedures.|
|8.The formation
and devebpment
of|a|
|Volunteering
Support committee.||
|9.A Governance
consultant was hired to assist in
creasng a~de compliance
report||
|Including
Ihe devtaopment
ofathorough
trustee||
|onboarding
training
program.||
##
|Review ofthe charity's|Review ofthe charity's|||Para 1.21|The chartiy
kr in a healthy finandal
postfion|The chartiy
kr in a healthy finandal
postfion|
|---|---|---|---|---|---|---|
|linsndsi
position at|the end||||st 31 March 2023 with s General Reserve||
|ofthe period|||||Fund of6164,067, an EFTResearch||
||||||Reserve Fund ofE10,644, and an EFT||
||||||Crisis Fund with a baktnce of655at year||
||||||end.||
|Statement
explaining||the||Para 1.22|Our General Reserve needs to be ofthe||
|pohcy for hdding reserves|||||order ofat least Ot5,000to keep the||
|stating why they are|held||||organrsatton
afiost for, say, six months|in|
||||||the event ofa sudden or unprecedented||
||||||absence ofincome.||
||||||EFThas a growing research base but,|in|
||||||order to continue to advance
its acceptance||
||||||amongst
the scientific and traditional||
||||||healthcare
community,
mors is needed.|So|
||||||we hold an EFTResearch Fund reserve.||
|Amount ofreserves||held||Para 1.22|6174.786||
|Reasons for holding||zero||Para 1.22|N/A||
|Details offund materially||||Para 1.24|||
|in deficit|||||||
|Explanation
ofany||||Para 1.23|There were no uncertainties
regarding|Ihs|
|uncertainties
about the|||||Charity continuing as a going concern||
|charity continuing|as a||||during this time. However, see principle||
|oin
concern|||||risks below.||
|Additional
information|||(optional)||||
|You ma
choose to|indude|||further statements
where relevant about|||
|The charity's
principal
sources offunds||||Para 1.47|Membership
Donations and annual
Symposium||
|(including
any|||||||
|fun draising)|||||||
|Investment
policy and|||||||
|objectives induding||any|||NIA||
|sodal investment
policy
adopted||||Para 1.46|||
||||||As at 31 March 2023there was a potential||
|A description
ofthe
principal
risks facing
charity||the||Pare 1.46|risk to reputation
and ability to psy snd
receive donafions due to:
1. Challenges
accessing banking
and
finandal
accounts due to an||
||||||incongruence
with trustee board||
||||||m~p, undear
international
banldng
issues and ditficuttles
with previous||
||||||organisation
personnel
fsdlitating||
||||||2. Challenges
faced when dealing
with|a|
||||||contractor who wss terminated
holdin||
##
##
##
##
##
##
##
##
##
##
|Contents|||Page|
|---|---|---|---|
|Statement|ofFinancial|Activities||
|Balance Sheet||||
|Notes|||3to 6|
|Independent|Examiner's|Report||
##
##
|||Year|ended|Year|ended|
|---|---|---|---|---|---|
|||31.03.23||31.03.22||
|Income||||||
|Donations:
Membership||76,747||74,389||
|Reserved for|EFTResearch Fund|188||3,189||
|EFTfor Crisis Reserve Fund||3,24$|$0,183|260|77,838|
|Accreditation|||570||4,640|
|Audio-Visual
8i, other sales|||454||1,009|
|Conference
and Meetings|||19,484||17,401|
|On-line Exams|||6,370||7,744|
|Disclosure
and Barring Service|||55|||
|Affiliate Income|||2,198||4,012|
|Bank Interest|||529||17|
|I~K*
Cht|||109,843||112,661|
|Donations: EFTfor Crisis||3,453||||
|Travel, Accommodation
and Subsistence||1,919||1,424||
|Website Management||9,326||14,071||
|Conferences &Meetings||727||204||
|Disclosure and Barring Services||||||
|AccreditatioruTraining
Management||9,550||11,862||
|Operations
Management||11,960||22,905||
|Promotion
and Printing||5,558||7,254||
|Membership
Administration||16,133||23,751||
|General Administration||1,667||756||
|Bank and PayPal Charges||3,487||3,002||
|Legal and Professional
fees||4,588||2,530||
|Accountancy
8cExamination||5,426||2,812||
|Honoraria
provision||||2,250||
|Amortisation
ofIntangible|Assets|2,791||1,124||
||||76,585||93,945|
|Operating
Surplus for the year|||33,258||18,716|
|Transfer donations
toEFT|Research Fund|-188||(3,189)||
|Transfer EFTfunds for expenditure||3,453||||
|Transfer to EFTfor Crisis Fund||(3,24$)||||
|Remainder
transferred
to General Reserve|||33,275||15,267|
##
|||||||2022|2022|
|---|---|---|---|---|---|---|---|
|||||||E||
|||||||2.000||
||||gr669|||4,894||
|||||||4.699||
||||I1&||7ie|I,124|8„469|
||||5~|||||
||||1667||3|||
|Ct)62568313gth||||||||
|Stockofbooks||||||1,$00||
|Prepaid|coats||131|||131||
|HSBCAccount||Balances|119/41|||135,433||
|PayPsl|Account||66t333|||I,052||
|||||||138,116||
|Creditors, Accrusls eod Pmvisian|||23t597~II&|||7,0$7|131,059|
|||||ly|786||141.S28|
|Ccsand Reserve||||||||
|Opening|bebmce|1April 2022|||||115.545|
|Surplus|forthe year||||||15,267|
|||||1663tgy|||130.812|
|Ibsssrvs|pkrnd (tttV Research)|||||||
|Opening|balance|l April 2022|18r656|||7,267||
|Fund moverncnt||in year|1gg|1I4644||3.189|10,456|
|||||17|786||141528|
||||l to6ers hereby approved||on bdudf|ofthe Truatoo.||
##
##
##
##
##
##
##
##
##
##
##
|The following
services were supplied to the Charity by relate
contract for services basis:|d parti|es and volun|teers
on a|
|---|---|---|---|
|||2023|2022|
|||g|g|
|H Jones (Volunteer): Book-keeping/Coaching||5,946|9,001|
|JDobbs: Administration
and Project Management||3,442||
|C Sutton (Volunteer): Accreditation/Training
Board|||3,614|
|JBarbee (Volunteer): Website services/Accreditation||2,823|7,701|
|JFootman (Volunteer):
External
liaison, Projects||||
|and subcontracted
accreditation
work||1,228|6,398|
|Z West: Bookkeeping
and Membership
Services||15,734|4,272|
|SGarfield: Accreditation|||1,547|
|C Stonier (Volunteer): Accreditation
work|||900|
|M Moorby (Volunteer): Accreditation
work||350|614|
|BMoore-Hafter
(Volunteer): Membership
and Accreditation|work|5,470|45|
|M Bennett (Volunteer): Accreditation
work|||450|
|Other Volunteers (4Under f250):Translation|||543|
##
##
##
##
##
|Honorari|a
and benefits||||||
|---|---|---|---|---|---|---|
||||Cash and other Benefits||||
||||2023|2022|||
|Honorary|Secretary|||1,000)|||
||||||) Membership|(free)|
|Research|Team volunteers|(2)||1,250)|||
|Total provision|||Nil|2250|||
##
##
##
##